Special Needs Seminar @ Keller Library

June 3, 2015 @ 6:00 pm – 8:00 pm
Keller Library
640 Johnson Road
Keller, TX 76248
Stephanie Hays, Senior Financial Advisor for The Principal Financial Group

You are invited to join Stephanie Hays, Senior Financial Advisor for The Principal Financial Group and Brad Bolinger, from the Bolinger Law Firm for our Special Needs Seminar.

You are invited to the Bolinger Law Firm Special Needs Seminar. Brad Bolinger is an experienced attorney and CPA. He has represented over 4,400 individuals and families to help them save significant amounts in estate and income taxes during his career.

Mr. Bolinger spent several years in D.C. working for top 100 law firms worldwide in tax and securities and financial regulations departments as well as Beijing, London, Hong Kong, Cayman and British Virgin Islands before returning to Texas to open his own firm in 2002. He has more than 25 years of experience in estate and tax planning (wills, trusts, family limited partnership, dynasty trusts, generation skipping trusts and charitable planned giving) and has helped many families plan the future for children with special needs.

Mr. Bolinger has helped individuals and families avoid the most common estate planning mistakes while protecting their assets. He has also helped them prepare and file various tax and other legal documents with the Internal Revenue Service (IRS), Securities and Exchange Commission (SEC) and other governmental entities, including foreign agencies dealing with offshore accounts.

At this Special Needs Seminar you will learn:
  • How to Protect & Enhance Quality of Life for those with Special Needs
  • Costly Mistakes to Avoid when Planning for a Loved One with Special Needs
  • How to Provide Financial Support
  • How to Preserve Benefits Eligibility
  • Memorandum of Intent
  • ABLE ACT – Pros and Cons
  • 5 Step Action Plan
  • For more information about the Bolinger Law Firm Special Needs Seminar, please contact us or call us at 817-722-5771.
    Special Needs Seminar